David Anderson Email and Phone Number
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I have more than 30 years of experience in insurance, financial services and professional services leading teams in Australia, New Zealand, Asia, the Middle East, Africa, Latin America, Europe, the United Kingdom and the United States.I lead organisations to achieve transformative results – enabling faster profitable growth, and better colleague, client and community outcomes.What matters to me is the work we do has purpose and makes a positive difference to people’s lives.It's my privilege each day to lead and work with some of the most talented professionals in the retirement savings, investment, insurance and financial advice sectors. Together we help people to achieve a secure, confident and dignified retirement while creating thrilling careers for talented colleagues and advancing the financial services industry for good.I am a Certified Insurance Professional and a Certified Practising Marketer. I am a Fellow of the Association of Superannuation Funds of Australia, a Fellow of the Australian Institute of Management, a Fellow of the Australian and New Zealand Institute of Insurance and Finance, a Fellow of the Australian Marketing Institute and a Member of the Australian Institute of Company Directors.
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Chief Executive OfficerAustralian Retirement Trust Mar 2024 - PresentI lead our dedicated team of colleagues striving to enable a secure, confident and dignified retirement for our 2.4 million members and their families. As one of Australia’s leading institutional investors, with more than $320B of assets under management, we actively seek out prudent opportunities, on a global scale, to optimise our members’ investments. As one of Australia’s largest retirement savings and income funds, we take seriously our responsibility to advance our industry for the benefit of our members and all Australians.
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Chief Commercial OfficerMercer Mar 2021 - Dec 2023New York, Ny, UsI led and enabled more than 25,000 colleagues to serve more clients, in more ways, in more places through a growth culture and mindset and exceptional client experiences. I led Mercer's teams globally on sales, client management, commercial intelligence and effectiveness, pricing, client experience, digital and new client solution commercialisation and firm-wide growth acceleration. Mercer's colleagues based in more than 200 cities across 46 countries enable their clients in 140 countries to succeed by fusing empathy and economics to make a difference in the lives of their people and their families. -
President - InternationalMercer Sep 2018 - Feb 2021New York, Ny, UsThis role spanned the firm across Mercer's Health, Wealth and Career businesses in which I led 10,000 colleagues in 175 cities across 41 countries outside the United States and Canada. Internationally, Mercer's teams served clients in 140 countries across Africa, Asia, Europe, Latin America, the Middle East, the Pacific and the United Kingdom.
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President - Growth Markets RegionMercer Apr 2015 - Sep 2018New York, Ny, UsPreviously, I led Mercer's former Growth Markets Region. Through colleagues and offices in 57 cities across 22 countries we served clients in 84 countries across Asia, the Middle East, Turkey, Africa and Latin America covering most of the fastest growing economies of the world.
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Ceo & Market Leader - Pacific RegionMercer Mar 2010 - Mar 2015New York, Ny, UsI was responsible for leading the direction and profitable growth of Mercer in Australia and New Zealand.At the beginning of FY2014 we launched Mercer SmartPathTM - the first whole-of-life investment glide path fund in the Australian market - and won the 2014 Chant West/Connexus ‘Best Fund: Innovation’ award. Midway through FY2014 the New Zealand Government announced we successfully renewed our KiwiSaver default scheme licence for another seven years (2014-21). In Q4 2014 we launched Mercer LifetimePlusTM – the first mutual mortality pool investment fund in Australia (global patent pending). We won the 2015 CANSTAR 'Innovation Excellence Award' and 2015 Chant West 'Best Fund: Innovation' award for this new product. We were also announced as the 2015 'Innovator of the Year' by Connexus Financial and one of Australia's '50 Most Innovative Companies 2015' by Business Review Weekly (BRW) Magazine.
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Financial Services Business Leader - Asia Pacific RegionMercer Dec 2006 - Mar 2010New York, Ny, UsFor the Asia Pacific Region I was responsible for: business strategy and direction; corporate and retail master trusts; corporate, industry and public sector clients; institutional and retail sales, service and marketing; financial advice; and operations and technology. This included national and multinational corporations and superannuation funds (Australia and New Zealand), Kiwisaver (New Zealand), Mandatory Provident Fund and ORSO products (Hong Kong) and Supplementary Pension Plans (China). I served on the global executive team for Mercer's outsourcing business spanning four continents and seven million customers and the Asia Pacific Region leadership team across Mercer's businesses.We launched the Mercer Wealth Solutions brand in Australia with a multi-year above and below-the-line direct response marketing and brand awareness program – target audience prompted brand recall rose from 19% to 39%.We successfully entered the KiwiSaver, Supplementary Pension Plan, industry fund and public sector fund administration and advice market segments growing members under administration from 600,000 to 1 million across the region.
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Deputy Business Leader, Financial Services - Australia/New ZealandMercer Aug 2005 - Dec 2006New York, Ny, UsAcross Australia and New Zealand I was responsible for: personal financial advice; call centres; online/digital services; wealth education and research services; printed communications; B2B and B2C marketing, including retail brand strategy and development; institutional and retail client service and sales.We introduced predictive modeling to reduce customer defection and increase contributions and rollovers into products. We dramatically expanded our scale and capacity by partnering with Mercer's new Global Operations & Shared Services Centres.
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Business Leader, Mercer Wealth Solutions - Australia/New ZealandMercer Jun 2002 - Aug 2005New York, Ny, UsAcross Australia and New Zealand I was responsible for: financial advice; retail product management and development; call centres; online services; wealth education and consumer research services; printed communication; retail brand strategy and development; and direct marketing.We created the Mercer Member ExperienceTM – a four tier differentiated customer service model for super fund members and private clients. This included the first phone based personal advice service for wealth products in Australia and the first in the market to launch a curriculum of webinars and podcasts as key mediums to promote informed customer decision making and the value of professional advice.
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Head Of Intellectual Capital & Business Reputation - Australia/New ZealandMercer Sep 1999 - Jun 2002New York, Ny, UsI was responsible for: a service and product management 'factory'; technical research and information spanning the retirement savings and investments domains; government policy advocacy; brand and reputation management; media and public relations; and as part of a global team launched a new generation online platform - mercer.com.A key program of client work included advice and project management on five major corporate merger and acquisition transactions - four of which were cross-border programs.I also worked on a global team which was tasked to assess and advise on service and product developments for the US, Canada, UK, Europe, Asia and Australia to address the shift of retirement savings assets from defined benefit to defined contribution.
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Head Of Service And Product Management & Development - Australia/New ZealandMercer Aug 1998 - Sep 1999New York, Ny, UsAfter running the integration committees and local due diligence teams for two successful acquisitions in 1998 and 1999 I built a 'factory' to identify, design, develop, implement and lifecycle manage a portfolio of financial services and products. I also developed an institutional client management strategy and business development plan to increase cross sell penetration, grow enterprise revenues and improve client satisfaction for the firm's largest client accounts.We launched an approved trustee service, developed a group insurance aggregation and broking platform – Mercer Insurance AdvantageTM – the first of its kind in Australia and implemented it for funds and employers covering >100,000 lives. We also led the development and implementation of a next generation customer online service and e-commerce platform – Mercer SuperFacts – for super funds and members.
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Non-Executive DirectorAlexander Forbes Oct 2014 - May 2020Sandown, Gauteng, ZaAlexander Forbes Group Holdings Limited is a leading provider of financial services which is listed on the Johannesburg Stock Exchange. Alexander Forbes is one of Africa’s leading financial services organisations, providing retirement, asset management, insurance and wealth management solutions. The company has operations in seven countries on the African continent and in the Channel Islands through an offshore Jersey operation. -
Chairman - AustraliaMarsh Mclennan Jan 2014 - Jan 2016New York, Ny, UsWe created value for clients, colleagues and shareholders through Marsh, Guy Carpenter, Mercer and Oliver Wyman in partnership with the business CEOs in Australia. Together we facilitated market entry, advanced client relationship development, optimised client service delivery, managed profitable revenue growth, sought out cost synergies and represented the best of Marsh McLennan. -
Managing Principal, Consultancy ServicesAmp Financial Services Jan 1997 - Jul 1998Sydney, New South Wales, AuI led teams of financial services professionals across Australia serving clients with their expertise in: actuarial consulting; investment consulting; communication consulting; fund accounting; information technology consulting; trustee education; and trustee secretariat services. I retained a personal portfolio of large corporate, public sector and foreign government clients. A key program of work for me and the team was advice on pension and public sector reform to three countries, including a review of existing public sector and private pension plans and retirement savings systems and the establishment of new systems and provident funds. -
PrincipalAmp Financial Services Oct 1996 - Dec 1997Sydney, New South Wales, AuI was an account executive for a portfolio of large corporate and public sector clients, National Practice Leader for Trustee Secretariat Services and the team leader for a group of account managers with a broad portfolio of large corporate and public sector clients. A key program of work included a series of asset allocation mean variance optimisation assignments for clients who invested in Capital Guaranteed funds after the 1987 stock market crash.We built a Trustee Secretariat Practice and Superannuation Technology Consulting Practice – the first of their kind in Australia – and successfully launched the services to trustee boards and corporations nationally.
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Associate Consultant, Consultant Then Senior ConsultantAmp Financial Services Jul 1990 - Oct 1996Sydney, New South Wales, AuI moved to consulting and account management in 1990 through promotion to Associate Consultant, supporting two senior account executives and working with their clients, mainly national corporations and Australian subsidiaries of multinational corporations. I was promoted to account manage my own portfolio of corporate clients. I progressed from a junior account manager to a senior account executive responsible for a portfolio of medium to large corporate and public sector clients. In the period 1995 through 1997 we conducted the first round of client asset/liability studies and strategic investment advice programs which were transformative.
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Administrator To Administration ManagerAmp Financial Services Jan 1987 - Jun 1990Sydney, New South Wales, AuI began my career as an administrator of endowment retirement plans, initiating new plans and policies for C-Suite executives and performing paid up, surrender and maturity calculations and working with the sales and distribution teams. I progressed to a Section Head role, supervising a small team of administrators and then moved to an Administration Manager role where I managed a department of administrators for defined benefit and defined contribution managed funds including superannuation, insurance and investments.
David Anderson Skills
David Anderson Education Details
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Australian Marketing InstituteMarketing -
Australian Marketing InstituteMarketing
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Australian And New Zealand Institute Of Insurance And FinanceInsurance
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Australian Institute Of ManagementManagement
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Association Of Superannuation Funds Of AustraliaSuperannuation
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Macquarie UniversitySuperannuation Management
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Australian And New Zealand Institute Of Insurance And FinanceInsurance
Frequently Asked Questions about David Anderson
What company does David Anderson work for?
David Anderson works for Australian Retirement Trust
What is David Anderson's role at the current company?
David Anderson's current role is International growth CEO | Board Director | Mentor.
What is David Anderson's email address?
David Anderson's email address is da****@****cer.com
What is David Anderson's direct phone number?
David Anderson's direct phone number is +141422*****
What schools did David Anderson attend?
David Anderson attended Australian Marketing Institute, Australian Marketing Institute, Australian And New Zealand Institute Of Insurance And Finance, Australian Institute Of Management, Association Of Superannuation Funds Of Australia, Macquarie University, Australian And New Zealand Institute Of Insurance And Finance.
What are some of David Anderson's interests?
David Anderson has interest in Children, Reading Spy Novels, Wii Tennis, My Beautiful Family, Painting, Music, Boating And My Apple Kit, Human Rights, Arts And Culture, Health.
What skills is David Anderson known for?
David Anderson has skills like Business Transformation, Financial Services, Marketing, Employee Benefits, Succession Planning, Strategy, Distribution, Change Management, Retirement, Wealth Management, Management, Superannuation.
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